VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Wednesday, December 10, 2025

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Tool Comparison

GuruFocus vs Monexa comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

GuruFocus adds Stock Ideas, Stock Comparison, Data Visualizations, Portfolio, Backtesting, Alerts, Data APIs, IPO, Spin-offs, Acquisitions, Delisted, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Short Interest, ETF Overview, ETF Holdings, Analyst Recommendations, AI, Education, Videos, Blogs, Forums, Newsletters, and Stock Handbook coverage that Monexa skips.

Monexa includes News Sentiment, and Watchlist categories that GuruFocus omits.

GuruFocus ships a mobile app. Monexa is web/desktop only.

In depth comparison

GuruFocus logo

GuruFocus

gurufocus.com

Editor’s pick Hands-on review

Global value‑investing research platform with 100k+ stocks in ~100 markets, guru & insider holdings, macro indicators and AI tools. Basic access is free with limited scanner/guru data, while Premium / PremiumPlus / Professional tiers unlock 30‑year financials, advanced All‑in‑One Screener, GuruAI, backtesting, Excel/Sheets add‑ins and increasing API query limits; a separate GuruAPI data-licensing product provides institutional datasets and pay‑per‑call or subscription access.

Platforms

WebMobileDesktopAPI

Pricing

FreeSubscription

Quick highlights

  • Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors.
  • All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.
  • Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables.
  • Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
  • Insider and politician trading trackers provide real-time insider buys/sells, clusters and combined guru+insider signals, plus a dedicated U.S. politician trading tracker with real-time picks and full politician lists.

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Monexa logo

Monexa

monexa.ai

AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.
  • Earnings call Transcripts with gated full history and transcript analysis in Pro.

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Where they differ

GuruFocus

Distinct strengths include:

Stock IdeasStock ComparisonData VisualizationsPortfolioBacktestingAlertsData APIsIPO
  • Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors.
  • All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.
  • Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables.
  • Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.

Monexa

Distinct strengths include:

News SentimentWatchlist
  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.

Feature-by-feature breakdown

AttributeGuruFocusMonexa
Categories

Which research workflows each platform targets

Shared: Screeners, Investor Holdings, US Government Trades, News, Calendar, Dividends, Financials, Valuation Models, Insider Data, Institutional Data, 13F, 13D/13G, Analyst Forecasts, Analyst Price Targets, Transcripts, AI Chat

Unique: Stock Ideas, Stock Comparison, Data Visualizations, Portfolio, Backtesting, Alerts, Data APIs, IPO, Spin-offs, Acquisitions, Delisted, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Short Interest, ETF Overview, ETF Holdings, Analyst Recommendations, AI, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook

Shared: Screeners, Investor Holdings, US Government Trades, News, Calendar, Dividends, Financials, Valuation Models, Insider Data, Institutional Data, 13F, 13D/13G, Analyst Forecasts, Analyst Price Targets, Transcripts, AI Chat

Unique: News Sentiment, Watchlist

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Options, Funds

Stocks, ETFs

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, Desktop, API

Web

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors.
  • All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios.
  • Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables.
  • Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
  • Insider and politician trading trackers provide real-time insider buys/sells, clusters and combined guru+insider signals, plus a dedicated U.S. politician trading tracker with real-time picks and full politician lists.
  • Market & macro dashboards cover U.S. and global valuation (Buffett Indicator, Shiller P/E, GF Value for major indices), Treasury yield curve, inflation, debt-to-GDP, GDP, unemployment, VIX and broader economic indicators across multiple regions.

Unique

  • Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
  • AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
  • AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
  • AI SWOT Analysis previews and full SWOT in Pro.
  • Earnings call Transcripts with gated full history and transcript analysis in Pro.
  • Analyst Estimates: consensus dashboards with price targets and 5‑year forecast unlock.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do GuruFocus and Monexa both support?

Both platforms cover Screeners, Investor Holdings, US Government Trades, News, Calendar, Dividends, Financials, Valuation Models, Insider Data, Institutional Data, 13F, 13D/13G, Analyst Forecasts, Analyst Price Targets, Transcripts, and AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do GuruFocus and Monexa require subscriptions?

Both GuruFocus and Monexa keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while Monexa focuses on web or desktop access.

What unique strengths set the two platforms apart?

GuruFocus differentiates itself with Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., whereas Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.